Lottery-winning advice

Lottery-winning advice

Congratulations!  You are one in 292 million.  When you first saw the winning numbers, you no doubt did a triple or quadruple take.  Maybe you rubbed your eyes as your heart began to race.  Maybe you got down on your knees and looked to the heavens, arms...
Flipping the switch

Flipping the switch

Last month, we received an email from a client who had just returned to the U.S. after an overseas trip.  She wanted to thank us for encouraging her to go and admitted, if we hadn’t nudged her, she would have missed out on the trip of a lifetime. Needing a nudge isn’t...
Winter Book Reviews

Winter Book Reviews

Factfulness By Hans Rosling This is a facts-based look at world statistics, and it’s fascinating.  Bill Gates calls Factfulness “One of the most important books I’ve ever read.”  If that’s not enough to make you rush to your smartphone to order it, maybe this review...
Four parallels between golf and investing

Four parallels between golf and investing

Looking to lower your handicap and raise your net worth?  The game of golf has many parallels to investing.  If you can master the four elements below, you’ll see a marked improvement not only on the golf course but also on your road to financial independence. Who’s...
My ‘SART’ goal

My ‘SART’ goal

Last October, I had lunch with a friend.  During our conversation, he asked me a question and I should have known the answer, but didn’t.  I confessed to him that the answer lived in my phone.  Then it hit me: I think my smartphone is making me dumber!* When I was a...

Since 1995, we have existed for one purpose...to help our clients live the life they’ve always imagined. We are a fee-only registered investment advisor (RIA) and a full-time fiduciary, meaning we fight for your best interests day in and day out. Our approach results in shared success.